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Livermore
Livermore
ZHEN

TD Private Client Wealth LLC

SEC CIK
0001551017
Latest filing
Aug 4, 2026

HRB holding history

H&R Block Inc in every 13F filed by TD Private Client Wealth LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

HRB overviewAll 13F holders of HRBFull Q2 2026 holdings

Shares (Q2 2026)
7,263
Value
$276.6K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of HRB by TD Private Client Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,263$276.6K<0.1%−10.0%ReducedHolders
Q1 20267,264$230.6K<0.1%−355−4.7%ReducedHolders
Q4 20257,619$332.0K<0.1%+4,828+173.0%AddedHolders
Q3 20252,791$141.1K<0.1%−5,923−68.0%ReducedHolders
Q2 20258,714$478.3K<0.1%−31−0.4%ReducedHolders
Q1 20258,745$480.2K<0.1%+1,784+25.6%AddedHolders
Q4 20246,961$367.8K<0.1%+885+14.6%AddedHolders
Q3 20246,076$386.1K<0.1%+1,695+38.7%AddedHolders
Q2 20244,381$237.6K<0.1%+366+9.1%AddedHolders
Q1 20244,015$197.2K<0.1%+1,395+53.2%AddedHolders
Q4 20232,620$126.7K<0.1%+273+11.6%AddedHolders
Q3 20232,347$101.1K<0.1%+1,047+80.5%AddedHolders
Q2 20231,300$41.4K<0.1%−720−35.6%ReducedHolders
Q1 20232,020$71.2K<0.1%−237−10.5%ReducedHolders
Q4 20222,257$82.4K<0.1%−222−9.0%ReducedHolders
Q3 20222,479$105.5K<0.1%−437−15.0%ReducedHolders
Q2 20222,916$103.0K<0.1%−847−22.5%ReducedHolders
Q1 20223,763$98.0K<0.1%+3,525+1,481.1%AddedHolders
Q4 2021238$5.61K<0.1%00.0%UnchangedHolders
Q3 2021238$5.95K<0.1%00.0%UnchangedHolders
Q2 2021238$5.59K<0.1%−7−2.9%ReducedHolders
Q1 2021245$5.34K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.